Ameriprise Financial Services, Inc
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About this Advisor
Milan Smado is a certified financial planner based in Richardson, Texas. Smado has a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Smado is able to act as a financial advisor based out of Texas. Smado has spent their complete career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Richardson, Texas, and has 161 other locations in the United States. In aggregate, Ameriprise Financial Services, Inc oversees $244 billion in assets dispersed across 1,268,997 client accounts and employs more than 13,020 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ameriprise Financial Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ameriprise Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Milan Smado has no disclosures.
Please visit their SEC profile for more details.
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